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Retirement Plan Consultant

Leading Retirement Solutions

in Telecommute / Seattle WA

Logo for Leading Retirement Solutions

At Leading Retirement Solutions (LRS) our mission is to empower all businesses with the economic independence required to help their employees save for a secure retirement. If this aligns with your values, and you possess the skill set to thrive in a fast paced and often changing work environment, we would love for you to join our organization of experts!

We recommend and implement 401(k)s, 403(b)s, Defined Benefit Plans, SEP & Simple IRAs, ROBS, ESOPS, Church Plans, and even retirement plans for Cannabis companies. Through our open architecture recordkeeping services, we provide investment advisors, managers, plan sponsors and participants access to traditional and non- traditional investments.

Department Responsibilities

The Client Services team works directly with customers and clients of all kinds of businesses. Team member responsibilities include communicating with clients about their experiences with our company and the services we provide. Team members receive and respond to client or customer questions about properly using or accessing any information regarding their retirement plans as well as expectations on meeting regulatory requirements.

Team members implement and on board new and converting plans to Leading Retirement Solutions administration and record keeping services. Team members monitor and maintain the client relationship, receiving and processing client requests for initial and additional services. Team members monitor, analyze and respond to customer or client complaints or concerns and collaborate with other departments to resolve issues.

Role Responsibilities

  • Consulting with plan sponsors to assist them with optimal plan design to achieve the highest profitability of a successful retirement program
  • Oversee plans in maintenance status and consulting on operational matters.
    • Serve as point of contact for internal team members, new client, partners (e.g. advisors).
    • Review and consult on plan sponsor requests for plan changes through document amendments
    • Review new plan designs and plan document coding for compliance and accuracy
    • Coordinate with compliance team and client service team to resolve plan issues
    • Drive plan updates through document amendment and restatement requirement
    • Facilitate and provide training for new clients and partners.
  • Drive Customer behavior by providing support to clients, including making outbound phone calls/email campaigns to obtain resolutions to plan issues and to carry out required plan document restatements.
  • Working closely with clients to identify and reach the goals set for their retirement plans
  • Collaborates with team members to continuously improve client service processes
  • Develop and maintain the plan operations and document process, workflow improvement initiatives, and program/policy changes
  • Ensure client requirements are understood and work closely with internal partners to design, document, and ensure appropriate sign off on scope and solutions.
  • Leads effective training sessions for clients and business partners.
  • Advise clients on all technical, regulatory, and problematic administrative issues and work with administrative team on solutions
  • Soliciting new business referrals and independently generate relationships with outside sources for new business development through personal and professional networking
  • Analyzing client accounts for possible revenue earning opportunities

Qualifications

  • Superb communication skills and a commitment to superior customer service
  • Excellent attention to detail and accuracy, proficient with numbers and basic calculations
  • DC plan administration training and experience
  • Plan legal document interpretation, analysis, drafting and application to sponsor operations and goals
  • A demonstrated track-record of consistently meeting and/or exceeding performance expectations
  • Ability to work independently and as part of a team in a fast-paced environment
  • Demonstrated ability to build relationships and leverage a firms existing strengths
  • Willingness to continually upgrade knowledge and understanding of our industry
  • Self-motivated and Solutions-oriented with excellent organizational skills
  • Bachelor’s Degree
  • Minimum of 2 years’ industry experience
  • ASPPA Retirement Plan Fundamentals (RPF) Certified
  • Consultant or Advisory Credentials from ASPPA, fi360, or other investment related institutions
  • Proficiency is required with Excel, Word, Outlook, Adobe Acrobat, browsing network directories, and dual screens as we are a paperless office

We Offer Benefits

Medical benefits including Medical, Dental, Vision and Accident after 60 days of employment. Paid Time off (PTO) and Paid Holidays after 90 days of employment. A company sponsored 401(k) Plan + company matching contributions, performance bonuses, financial support for ongoing education and credentialing and A great, casual working environment. We are a growing company providing each of our team members the opportunity to be a part of our company's success.

How to Apply

To Apply: Email Human Resources - careers@leadingretirement.com

Be sure to include a cover letter, resume, references, and any additional information.


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